This workflow will allow you to:
- Generate and enrich a list of companies based on size, industry, and headcount
- Import a new list of people from your company list based on a criteria of your choosing\
- Use AI to generate two personas that the company targets (ex. Neurologists & Psychiatrists)
- Personalize emails to your prospects referencing this data
This template will allow you to:
- Create automated and enriched pre-meeting notes using Clay
- Send pre-meeting notes to Notion documents automatically
- Send automated Slack notifications with links to Notion docs
In order to run this workflow, you will need Zapier (Pro), Notion, and Slack. For detailed instructions on how to use this template, check out this Claybook
This template utilizes a combination of data providers to find work emails, starting with personal emails. Here's how it works:
- Finds a person's professional profile identifier via their personal email
- From their profile, finds their current company and that company's domain
- Finds their work email using their name (from the newly found profile) and company domain
To find each of these data points, the template utilizes waterfalls – a powerful Clay feature that allows fetching data from multiple sources, providers, or databases with ease.